Changing the Applicant on an Application

Agency staff working on permit applications can replace the current applicant with another responsible party. The new applicant receives full application access.

The applicant designation is managed on the Contacts page in the application details, where the current applicant appears along with the previous applicant, if any, and other contacts. You can only change the applicant to another active, registered contact with an address on their account.

Here's how to change the permit applicant:

1. In the left navigation panel of the permit application details, expand the People section.

2. Click the Contacts tab.

3. On the Contacts page, click the Add New Contact button if the new applicant isn't yet a contact on the application or click Select from saved contacts to select a contact already in the system. The new applicant must be registered with the agency using a matching email address.

4. Click the three-dot Actions menu button for a contact in the list to select from the available actions.

5. Select Make Applicant.

6. On the Confirm applicant update modal page, review and enter this information:

   Page Element	Description
   New Applicant	Displays the name of the contact who will be the new applicant.
   Previous Applicant	Displays the name of the person who was formerly the applicant.
   Active	Turn on this switch to make the previous applicant an active contact for the application. If you leave this switch off, the previous applicant becomes an inactive contact without any application access.
   Contact Type	Select a contact type. When you turn on the Active switch, you must select a contact type and application access level for the previous applicant, otherwise the contact type is Previous Applicant without any application access.
   Access	Update the default access level for the contact type, if the previous applicant is still an active contact. Select from these options: Full None If the previous applicant is an inactive contact, the access level is None.

7. Click OK.

The Role is updated to reflect which contact is the current Applicant.